Account Based Sales
Create sales communication workflows with email, calls and social making your sales team more productive and resulting in more meetings. Get more qualified leads.
– Free Trial Account, no credit card required –
INTEGRATES WITH…
ACCOUNT-CENTRIC VIEW
Focus on accounts – not just individual prospects.
Fileboard can roll contacts into a single account view.
Account Engagement Score
Cumulative engagement scores are created for whole accounts.
Account Activity History
See all of an account’s sales actvities in a single view.
Account Data synced with Salesforce
An advanced two-way sync pull accounts from Salesforce and logs actvity for Accounts in Salesforce.
ACCOUNT WORKFLOWS
Target multiple Personas in an Account
Set up workflows targeting specific personas across a large number of accounts.
Target Personas
Use specific workflows to target personas with customized message and content
Discover your Ideal Customer Profiles
Targeted workflows reveal your Ideal Customer Profile
Multiple Workflows
Simulteanously run multiple workflows segmented per personas
CUSTOMERS THAT USE AND ♥️ FILEBOARD
Ready to make your team more productive?
Request a no obligation product demonstration.
- Free Trial Account, no credit card required -